JEPQ vs BSCS

AJEPQ

BBSCS

Measures won2–3BSCS wins · of 6 · 5Y

$10,000 · 5Y$10,806BSCS · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−1.1%BSCS · worst fall in 1Y

Held in common0.0%JEPQ and BSCS

JEPQ

BSCS

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BInvesco BulletShares 2028 Corporate Bond ETF · $3.5B

+18.2%3 years · per year$16,495 · $11,934+6.1%

[…]5 years · per year[…] · $10,806+1.6%

0.35%Expense ratio$35 · $10 on $10k · lower wins0.10%

12.39%12-mo yield$1,239 · $444 on $10k4.44%

−11.5%Worst dropSmaller wins−1.1%

16.9%VolatilityLower wins1.4%

2–3BSCS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · BSCS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BBSCS	Invesco BulletShares 2028 Corporate Bond ETFRead Desk	0.10%	4.44%	0.0%	+1.9%	+2.8%	+6.1%	+1.6%	−1.1%	$3.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BBSCS	Invesco BulletShares 2028 Corporate Bond ETFRead Desk	0.10%	4.44%	0.0%	+1.9%	+2.8%	+6.1%	+1.6%	−1.1%	$3.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs BSCS

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BSCS

Invesco BulletShares 2028 Corporate Bond

$10,806

MeasureJEPQBSCS

Fee0.35%0.10%

Cost on $10k a year$35$10

Yield12.39%4.44%

5 years, per year[…]+1.6%

3 years, per year+18.2%+6.1%

Worst drop · 1Y−11.5%−1.1%

Volatility · 1Y16.9%1.4%

3–2measures won
BSCS first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: JEPQ, BSCS, BND

Today

0.0%most shared, JEPQ and BSCS

JEPQBSCSBND

JEPQ—0.0%[…]

BSCS0.0%—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

BSCS$444 − $10 = $434

BND$412 − $3 = $409

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee